Brett F Templin

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

My Mission

I will serve the people I meet by exploring all the opportunities which could help prevent financial disaster associated with dying too soon, living too long, or becoming disabled. I am dedicating my practice to assuring that I will assist my clients in fully understanding the advantages of taking proactive action.

–Brett Templin